Navigate The Maze Of State & Local Tax Requirements
State & Local Tax (SALT) is a constantly shifting landscape of income, sales, franchise, gross receipts, and employment tax rules that differ not only from state to state but often from city to city. These rules can overlap, contradict one another, or change with little notice, especially as states continue to expand nexus standards and enforcement efforts. In this environment, it’s increasingly difficult to know where your business has obligations, where you may be over‑exposed, and where a state’s position may be worth challenging. GBQ helps you navigate that maze by pinpointing your true filing requirements, identifying opportunities to reduce risk, and advising when it’s appropriate to push back.
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Income & Franchise Tax Compliance
Supporting Work & Business, Wherever You Are
We prepare state income and franchise tax returns for all entity types across all 50 states. We determine where you have filing obligations, calculate apportionment, apply state-specific adjustments, and manage estimated payments. We also handle combined and consolidated returns, composite returns for partners, and state-specific elections.
GBQ Specializes In:
- State & Local Tax Return Compliance
- Refund & Exposure Reviews
- Audit Defense & Controversy
- Nexus Studies
- Ohio Commercial Activity Tax Reviews
- Due Diligence
- Transactional Planning
- Voluntary Disclosures & Amnesty Programs
Contact us today.
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Nexus Analysis & Planning
We identify where your operations trigger filing obligations, and where smart structuring can reduce them. By analyzing physical, economic, and factor presence, we define your true compliance footprint and help you plan expansions, reorganize entities, and position operations to minimize state tax exposure.
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Pass-Through Entity Tax Planning
Over 35 states now allow pass-through entities to pay tax at the entity level, which creates a federal deduction and reduces the owners’ overall tax liability. We evaluate whether the election makes sense for your situation, prepare the returns, and manage the compliance requirements.
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Real & Personal Property Tax
Be Real, Personal, & Smart About Your Property Taxes
Your property tax bill just went up 30% even though nothing changed with your building. Why? Assessors inflate valuations regularly, and most companies just pay them. GBQ will review these assessments, file appeals when they’re wrong, and pursue exemptions you might not know exist. We also manage the compliance and deadlines across all your locations so nothing gets missed.
Careful attention to the taxability and valuation of a business's real and personal property assets can lead to significant tax savings. Let GBQ help you.
GBQ Specializes In:
- Valuation Reviews
- Compliance
- Audit Defense & Controversy
- Research & Matrics
- Appeals
- Property Tax Assessment
- Bill Management
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Sales & Use Tax Consulting
When It Gets Confusing, Get Help Understanding The Rules
It’s difficult for your business to comply with the complex and varied sales and use tax rules in state and local taxing jurisdictions across the country. The lines are only getting blurrier given the increase in online transactions, the provision of electronic services vs. tangible personal property, and the changing landscape caused by developments in case law and legislation. This is compounded by states becoming more aggressive and strategic in auditing taxpayers to recover tax dollars and fill budget gaps.
We assess where you have sales tax exposure, what’s taxable, and how to manage exemptions, resale certificates, and drop shipments. Our team navigates economic nexus, marketplace facilitator rules, and SaaS taxability, helping you structure transactions, reduce risk, and address complex issues like construction contracts and manufacturing exemptions.
GBQ Specializes In:
- Refund Reviews/Reverse Audits
- Compliance Process Reviews
- Data Automation Support
- Exposure Reviews
- Audit Defense & Controversy
- Participatory/Managed Audits
- Direct Pay Agreements
- Voluntary Disclosures & Amnesty Programs
- Research & Matrices
- Transactional Planning
- Due Diligence
Contact us today.
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Sales & Use Tax Compliance
When Practicality & Enforceability Collide, Call GBQ
We manage sales and use tax compliance from start to finish, including return preparation, exemption certificates, and registrations. Our team reviews use tax exposure, uncovers undertaxed purchases, and helps you correct issues before an audit does.
GBQ Specializes In:
- Mutistate Registrations.
- Multistate Return Filing.
- Jurisdictional Rate Change Updates.
- Correspondence & Notice Management.
- Exemption Certificate Management.
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State Tax Audits & Appeals
State auditors can be aggressive, and they’re betting you’ll just agree to the assessment rather than fight it. We represent you through the entire process, manage what information gets provided, and push back when the state’s position doesn’t hold up. If the audit goes sideways, we handle appeals and coordinate with attorneys when litigation is the only option left.
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State Tax Credits & Incentives
We Can Help You Understand Which Incentives Are Best For Your Business
States offer credits for hiring, capital spending, R&D, energy projects, and more. Most businesses either don’t know they qualify or don’t bother applying. Let us help you identify what’s available, calculate the benefit, prepare the applications, and handle the ongoing compliance requirements. For expansions and relocations, we also negotiate directly with economic development officials to maximize your incentive package.
Let GBQ Help You With:
- Site Selection Services
- Workforce Studies
- Incentive Negotiation
- Incentive Compliance
- Work Opportunity Tax Credit Services
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Unclaimed Property Compliance
Get To The Bottom Of Unclaimed Funds
Some of the most common situations that lead to an unclaimed property reporting situation include lost or uncashed checks, unsettled credit balances, wages owed, or incorrect contact information of the owner. And each state is free to administer its own unclaimed property reporting programs and procedures, which makes navigating the different laws challenging.
GBQ assists with unclaimed property reporting, conducts reviews to identify unreported property, and helps you comply with state escheatment laws. We also help clients with unclaimed property audits.
GBQ Specializes In:
- Compliance
- Research & Matrices
- Policies & Procedures Manuals
- Audit Defense & Controversy
- Voluntary Disclosures
- Transaction Due Diligence
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Voluntary Disclosures
If you have unfiled returns or unreported tax liability, we help you get compliant through voluntary disclosure agreements. We negotiate with states to reduce penalties, limit lookback periods, and resolve exposure without triggering audits. This is often the best way to clean up past issues and move forward with a clear compliance picture.
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